Asset Services Client Services Analyst job in Jacksonville, FL| Recruit Arrow
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Friday, April 26, 2024
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Title
Asset Services Client Services Analyst
Location : Florida, Jacksonville
Refer job # YHVB340740
 
Job Responsibilities and Requirements: The successful candidate will join a highly motivated team responsible for providing client service to Merrill Lynch Financial Advisors, Merrill Edge and other client facing groups resolving dividend and corporate actions related inquiries in a fast paced environment. While some Operations experience (preferably to include dividends or corporate actions) is desirable applicants with client service experience are also welcomed. Day to day responsibilities include both verbal and written responses to time sensitive corporate action / dividend related inquiries and provide detailed management reporting to identify trends and potential process improvement. Required skills include: College degree (associates or higher) or comparable work experience Basic Excel knowledge Detail Oriented Ability to manage multiple priorities and multi task, excellent time management and prioritization skills Ability to problem solve and take ownership of process improvements Ability to work in a team environment Excellent verbal and written communication skills with ability to communicate with various stakeholders Desired skills include: Basic understanding of dividend and/or corporate action events Business, Finance, Accounting, Economics, or similar background preferred Previous customer service experience preferred Basic understanding of and/or experience in the financial services industry.
 
 
 
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